News + Filings Holdings
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Evolution Wealth Advisors, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 60,858 | -1,418 | 4,419,508,000 | -284,821,000 | $72,620.00 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 62,276 | 520 | 4,704,329,000 | 4,700,227,000 | $75,540.00 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 61,756 | -15,067 | 4,102,000 | -1,401,000 | $66.42 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 76,823 | 1,095 | 5,503,000 | -471,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 75,728 | 2,705 | 5,974,000 | 72,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 73,023 | 1,336 | 5,902,000 | 580,000 | $80.82 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 71,687 | 6,580 | 5,322,000 | 399,000 | $74.24 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 65,107 | -12,571 | 4,923,000 | -741,000 | $75.61 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 77,678 | 3,467 | 5,664,000 | 904,000 | $72.92 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 74,211 | 40,395 | 4,760,000 | 2,890,000 | $64.14 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 33,816 | 10,936 | 1,870,000 | 686,000 | $55.30 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 22,880 | -171,087 | 1,184,000 | -7,541,000 | $51.75 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 193,967 | -30,288 | 8,725,000 | -4,264,000 | $44.98 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 224,255 | 224,255 | 12,989,000 | 12,989,000 | $57.92 |
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